Deciding Which Access Level Is Right For You
Callahan & Associates’s Peer Suite brings all our classic performance benchmarking tools into a single user-friendly platform.
While each level builds in complexity of data, added visualizations, and features designed to help you in reach the right credit union prospects and build effective and informed outreach strategies – every leader at your company has different needs and tasks to accomplish.
We’re here to help you find the level that meets your specific needs – even if you have access to all four levels in the Peer Suite.
Peer Profiles Is Best For Those Looking To:
- Perform top-level financial research on a credit union.
- Create quick and easy sales and marketing targeting lists.
- Leverage a handful of built-in reports to compare a prospect’s performance to best position your services for the needs of the credit union.
- Gather key information prior to your outreach, including key executives and vendor partners.
Peer Express Is Best For Those Looking To:
- Access a deeper level of prospect financial wellness with built-in dashboards designed to help you better understand credit union departments, member value, and performance strengths and weaknesses.
- Leverage educational components to speak credit union lingo with ease and gain a better understanding of what’s important for your prospects.
- Easily export tables, displays and dashboards to boost your presentations and share targeted lists with your team.
- Onboard staff new to the team or those looking to better understand their audience and industry.
Peer Premium Is Best For Those Looking To:
- Take advantage of targeted list creation, educational features, and top-level research features of Peer Profiles and Peer Express, along with custom creation for added flexibility.
- Deepen and diversify your research and product positioning with 10 years of historical credit union and bank data, as well as institutional-level mortgage origination data.
- Ability to create more sophisticated and niche peer groups/prospecting lists with unlimited metrics of your choice and all Callahan’s filters for vendor partners.
- Create your own displays to show where your services could improve a prospect’s bottom line, and organize dashboards filled with displays to re-use for a variety of pitches.
Peer+ Is Best For Those Looking To:
- Take advantage of everything you can accomplish in lower tiers of the Peer Suite with more powerful functionality and data.
- Better understand how your products and services not only benefit the credit union, but the members and communities they serve with market integrated U.S Census and deposit dynamic data.
- Access detailed HMDA data and prospect performance in the market to build effective outreach strategies.
More Blogs
How Sales Teams Work More Efficiently In Peer Suite
Is your team spending countless hours manually pulling reports and compiling data for your credit union prospects? Are you looking for a more efficient way to collaborate with your team and onboard new members? Callahan’s Peer Suite helps credit union suppliers...
Ultimate Benchmarking Guide For Credit Unions
What Is Benchmarking? Benchmarking is the interpretation and analysis of financial information in order to make direct performance comparisons to other credit unions, banks, and customized peer groups. It enables a credit union to track internal goals, identify...
How Interra Is Advancing Its Purpose Journey
Several years ago, the five-member executive team of Interra Credit Union ($1.7B, Goshen, IN) participated in a virtual learning experience from Callahan & Associates offered in collaboration with Harvard Business School Online.
3 Peer Group Types That Go Beyond Asset Size
While benchmarking your performance against asset-based peer groups has value, relying strictly on asset size for peer group analysis can skew your benchmarks by including credit unions that don’t share much in common with your institution. Just take a look at this...
How To Address Board Concerns On Performance
Navigating Tough Questions: How to Address Board Members' Concerns about Financial Performance As a credit union leader, you understand that one of your most important responsibilities is to articulate your credit union's financial performance to the board of...
CECL: Everything You Need To Know
CECL: Everything You Need To Know In 2016, the Financial Accounting Standards Board announced that they would change the methods financial institutions used to calculate and report charge-offs. This new regulation changed the method from an Allowance for Loan and...
4 Most Commonly Confused Call Report Codes
Callahan's Tips For Correctly Reporting To The NCUA The NCUA’s 1Q22 5300 Call Report contained over 1,000 new, erased, and changed codes, leaving many credit unions in the dark on how to correctly report quarterly. As credit unions familiarize themselves with the...
Peer Suite Access Levels For Credit Unions
Callahan & Associates is getting ready to launch three access levels within the Peer Suite for credit unions. Find out which access level is right for you.
How BCU’s Purpose-Driven Mindset Drives Growth
Key Results from Sustainable Business Strategy In the first quarter of 2022, a dozen BCU ($5.4B, Vernon Hills, IL) team members participated in Sustainable Business Strategy, a virtual-learning experience offered by Callahan & Associates in collaboration...
Leverage Your Peers For Vendor Due Diligence
When it comes to picking the right digital banking vendors for your institution Callahan & Associates knows how important it is to conduct a robust analysis before signing on the dotted line. Often, vendors will offer a curated list of client referrals you can...